Financial services, namely, stock and mutual fund brokerage services; financial services, namely, wealth management and retirement planning services; Financial advisory services

Financial planning, namely, providing a personal financial management tool that enables customers to aggregate their financial accounts and personal information via a secure website

Financial services, namely, stock and mutual fund brokerage services

Banking services; Banking services provided by mobile telephone connections; On-line banking services; Telephone banking services

Educational and entertainment services, namely, a continuing program about personal finance accessible by means of online and in-person courses

Financial consulting for individuals, businesses, estates, and trusts

insurance administration services and consulting services in the field of insurance

Brokerage in the field of loans, student loans, small business loans, auto loans, and credit cards